Belmont Professional Associates Inc (EIN 311352493) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

Willie Cooper-Lohr

Phone

7404255116

Tax Period

2021-01-01 to 2021-12-31

Belmont Professional Associates Inc, founded in 1992, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2021. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 65% operating deficit.

Mission

Providing medical services to our community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,214,977

Investment Income $0

Other Revenue $1,492

TOTAL REVENUE $1,216,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,382,347

Fundraising Expenses $0

Program Expenses $1,807,224

Other Expenses $622,093

TOTAL EXPENSES $2,004,440

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,216,469	$2,258,296	-0.5%
Expenses	$2,004,440	$1,984,833	+0.0%
Net Income	$-787,971	$273,463	-3.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$419,607

Total Directors

$419,607

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Phillips	President	001.00	Officer Director	$0	$56,359	$281,573
Willie Cooper-Lohr	Treasurer	001.00	Officer Director	$0	$26,058	$138,034
William Frank	Secretary	001.00	Officer Director	$0	$0	$0
Russell Lee-Wood	Director	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$1,216,469	$2,004,440	No data	$-787,971
2020	$2,258,296	$1,984,833	$351,457	$273,463
2019	$2,408,182	$2,123,083	$253,499	$285,099
2018	$2,530,429	$2,458,369	$515,030	$72,060

Belmont Professional Associates Inc